As Community users oaklander and Andrewlisy pointed out, at this time TurboTax will not e-file a 2019 tax return with Form 8995-A Schedule B aggregation. These returns are print and mail only. No date has been given for when e-file will be enabled for Form 8995-A Schedule B.
If you do not want or need to aggregate your QBI businesses, TurboTax will e-file the tax return.
Once you aggregate for a tax year (e.g., 2018), you must continue to aggregate in future years. But, not aggregating last year does not preclude you from aggregating this year or in a future year. Refer to the IRS instructions for Form 8995-A for more information on aggregation.
If you do not need or want to aggregate any businesses, here is how to “un-aggregate” them in TurboTax Online or TurboTax Download/CD:
- Go to Delete a Form: In the left menu, select the dropdown arrow next to Tax Tools and then under that select Tools; in the pop-up window Tool Center, choose Delete a form.
- Find the QBI Component form for the aggregated businesses. Delete that QBI Component sheet.
- Now, go to Review and start the review routine.
- You will have an error for each business that no longer has a QBI Component form. For each of those businesses, you will see the “primary” form for that business (Schedule C, Schedule E, K-1). It will be highlighted for Question A in the Qualified Business Income Deduction Smart Worksheet.
- Double click in the highlighted Question A box, and you will get a pop-up asking you to link to a QBI component worksheet. Create a new copy for that business (e.g., give it the name of that business).
- Continue until you have created a separate QBI component worksheet for each business that you do not want to aggregate.
- If TurboTax Online will not let you double-click the Question A box, go to the primary form for that business (Schedule C, Schedule E, K-1) and Continue through the entire interview until you finish, including the questions about QBI/Section 199A amounts at the end.
- If TurboTax Online re-aggregates your businesses "automatically" and you are absolutely sure you are not required to aggregate in 2019, in step 2 above delete the QBI Ded Summary form in addition to the QBI Component worksheets.
If you are using a Download/CD version of TurboTax, you can also perform these steps in Forms mode (icon at top right in blue bar).
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
